Purchases and Sales Made in Q3 2023 in Schwab Strategic Us Tips ETF (SCHP)
This table provides information about the institutional ownership of Schwab Strategic Us Tips ETF (SCHP) during Q3 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC US TIPS ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.5M+ 24.93% |
$126M - $131M
|
12.5M
$323M
|
|
Oct 10, 2023
Q3 2023
|
Quadratic Capital Management LLC
|
BUY
|
- |
2.28M+ 19.01% |
$115M - $120M
|
14.3M
$368M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.64MNew |
$82.6M - $86.1M
|
1.64M
$42.3M
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.42M+ 27129.51% |
$71.7M - $74.7M
|
1.43M
$36.8M
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
1.12M+ 26.88% |
$56.3M - $58.7M
|
5.28M
$136M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
894K+ 27.66% |
$45M - $46.9M
|
4.13M
$106M
|
|
Nov 13, 2023
Q3 2023
|
Korea Investment Corp
Seoul, M5 |
BUY
|
- |
580KNew |
$29.2M - $30.4M
|
580K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
567K+ 8.41% |
$28.6M - $29.7M
|
7.31M
$188M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
496KNew |
$25M - $26M
|
496K
$12.8M
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
474K+ 305.48% |
$23.9M - $24.9M
|
629K
$16.2M
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
BUY
|
- |
444K+ 93.92% |
$22.4M - $23.3M
|
917K
$23.7M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
362K+ 81.72% |
$18.2M - $19M
|
805K
$20.8M
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
339K+ 112.31% |
$17.1M - $17.8M
|
641K
$16.5M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
315K+ 1.86% |
$15.9M - $16.5M
|
17.3M
$446M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
312K+ 6.36% |
$15.7M - $16.4M
|
5.22M
$135M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
311K+ 6.08% |
$15.7M - $16.3M
|
5.43M
$140M
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
261K+ 54.84% |
$13.1M - $13.7M
|
737K
$19M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 20.39% |
$9.85M - $10.3M
|
1.15M
$29.8M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
181K+ 12.37% |
$9.13M - $9.51M
|
1.65M
$42.5M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
179K+ 9.0% |
$9M - $9.38M
|
2.16M
$55.8M
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
169KNew |
$8.53M - $8.89M
|
169K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
150K+ 55.16% |
$7.55M - $7.86M
|
422K
$10.9M
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
139KNew |
$6.99M - $7.28M
|
139K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
110K+ 75.68% |
$5.55M - $5.78M
|
256K
$6.59M
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
108KNew |
$5.43M - $5.66M
|
108K
$2.78M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
104KNew |
$5.25M - $5.47M
|
104K
$2.69M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
94.8K+ 4.06% |
$4.77M - $4.97M
|
2.43M
$62.7M
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
88.5K+ 1.7% |
$4.46M - $4.64M
|
5.28M
$136M
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
87.2K+ 12.96% |
$4.39M - $4.57M
|
760K
$19.6M
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
85.4K+ 16.39% |
$4.3M - $4.48M
|
606K
$15.6M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
77.1KNew |
$3.88M - $4.05M
|
77.1K
$1.99M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
74.8K+ 730.87% |
$3.77M - $3.93M
|
85.1K
$2.19M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.3K+ 4.41% |
$3.59M - $3.74M
|
1.69M
$43.5M
|
|
Oct 10, 2023
Q3 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
68.9KNew |
$3.47M - $3.61M
|
68.9K
$1.78M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
66.9KNew |
$3.37M - $3.51M
|
66.9K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
65.1K+ 128.08% |
$3.28M - $3.42M
|
116K
$2.99M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
57.3KNew |
$2.89M - $3.01M
|
57.3K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57.2K+ 154694.59% |
$2.88M - $3M
|
57.3K
$1.48M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
56.8K+ 28.84% |
$2.86M - $2.98M
|
254K
$6.55M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.7K+ 37.57% |
$2.7M - $2.82M
|
197K
$5.07M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 20.95% |
$2.69M - $2.8M
|
308K
$7.95M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
49.6K+ 112.14% |
$2.5M - $2.6M
|
93.9K
$2.42M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.3K+ 36.45% |
$2.43M - $2.54M
|
181K
$4.67M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 9.11% |
$2.26M - $2.36M
|
538K
$13.9M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.7K+ 8.58% |
$2.2M - $2.29M
|
553K
$14.3M
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
39.3K+ 2.8% |
$1.98M - $2.06M
|
1.44M
$37.2M
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
38.5KNew |
$1.94M - $2.02M
|
38.5K
$993K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
38.2K+ 54.86% |
$1.92M - $2M
|
108K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
36.1KNew |
$1.82M - $1.89M
|
36.1K
$931K
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
35.9KNew |
$1.81M - $1.88M
|
35.9K
$925K
|